Features / Year-end package
Year-end packageA tax-ready package, not a shoebox.
When your meter hits 100%, Claimwise bundles everything your accountant or tax software needs, line by line, with every receipt attached.
What’s in the package
Summary PDF
Totals by form and line, ready to read.
CSV export
For tax software and spreadsheets.
Every receipt image
Linked to each line, kept for 6 years.
T777 / T2125 / GST
The forms you touched, totalled.
1Share
Send it, or give your accountant a key.
Email the package, or invite your accountant with scoped access. They see your tax year, nothing else, and you can revoke it in one tap.
- Priya shared with Asha Mehta, Hollis & Mehta CPA
- Accountant-referred clients get 20% off
- Accountants can request missing items
2Sync
Or push it straight into the books.
Business plans map categories to your chart of accounts and sync to QuickBooks Online or Xero. Sync arrives in a later 2027 phase.
- Category mapping you control
- Sync status for every receipt
- GST/HST coded correctly
We don’t file for you.
Claimwise organizes and calculates. Your package goes to your tax software or your accountant, and you decide what to file.
Start your 2026 claim before the shoebox fills up.
Free for 25 receipts a month. Launching across Canada on February 1, 2027.
